Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Hold
8,909
0.37% 42
2025
Q1
$585K Hold
8,909
0.36% 41
2024
Q4
$630K Hold
8,909
0.38% 39
2024
Q3
$553K Hold
8,909
0.34% 29
2024
Q2
$498K Hold
8,909
0.33% 27
2024
Q1
$573K Buy
+8,909
New +$573K 0.4% 25